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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,357 | $46,688-56.4% | $189,758-89.3% | $69,733-70.8% |
| Participation rate | 48.9% | 61.7%-12.8pp | 79.8%-30.9pp | 62.5%-13.5pp |
| Annual return | 17.46% | 14.35%+3.1pp | 52.62%-35.2pp | 15.22%+2.2pp |
| Employer contribution / active EE | $777 | $1,695-54.1% | $4,767-83.7% | $2,250-65.5% |
| Participant deferral / active EE | $1,972 | $2,143-8.0% | $5,856-66.3% | $3,054-35.4% |
| Admin fee / account holder | $2,225 | $1,700+30.8% | $20,388-89.1% | $3,102-28.3% |